Wealth management advisors are paying more attention to back-office capabilities when selecting brokerage firms
TORONTO, Feb. 14 2006 – CoVirt Inc. (Canada), a Canadian leader in insurance client management solutions, announced today that in 2005 it completed agreements with seven more brokerage firms to install VirtGate. In alphabetical order, these distributors are:
ABEX Brokerage Services Inc., Calgary, AB
Able Insurance Group Ltd., Mississauga, ON
Boulos Financial Group, Longueuil, QC
Creative Planning Corporate Insurance Services Inc., Toronto, ON
PEAK Insurance Services Inc., Montreal, QC
R.G. Packman & Associates Ltd., Ottawa, ON & Halifax, NS
TORCE Financial Group Inc., Richmond Hill, ON
CoVirt works closely with Managing General Agencies and National Accounts (MGAs) to evaluate their priorities and meet their specific needs. This MGA-first approach has made VirtGate the most widely used and fully featured agency management system in Canada for over half the independent life insurance distribution channel.
Tim Fitzpatrick, President of CoVirt Inc. (Canada) said: “The point of technology is to provide superior results and this is why so many MGAs are so passionate about VirtGate. When agency management systems are compared, VirtGate is chosen most often by MGAs for its combination of system features, support, scalability, flexibility and price. VirtGate is the business intelligence solution the industry is seeking and our fantastic sales success in a short number of years proves it.”
CoVirt supplies VirtGate, a total integrated solution for advisor and client management, to a rapidly growing list of brokerages freeing them to focus on the fundamental core expertise that drives their success. VirtGate ties as many offices, trading partners and users together as our clients wish with no user fees. VirtGate includes integrated online document management for the paperless office. All that is needed is a standard web browser and access to the Internet — nothing is installed on the user’s machine nor does the brokerage have to maintain a server. For more information, to www.CoVirt.com.